2024-11-07T12:34:50-06:00 2023-12-31 591818353 KAUFMAN ROSSIN & CO PA 100 SE 3RD AVENUE SUITE 2400 FT LAUDERDALE FL 33394 990PF 2023-01-01 161578255 THE HARRY T MANGURIAN JR FOUNDATION INC HARR 9544911722 3696 NORTH FEDERAL HIGHWAY 300 FORT LAUDERDALE FL 333086263 STEPHEN G MEHALLIS PRESIDENT 9544911722 2024-11-06 1 0 JANET FIFER P01225772 9545664400 2024-11-06 2023 2024-10-15 13:58:12Z X 100562451 X X 184195 184195 2249052 2377191 286899 62625961 693100 4326 -12845 2724472 3241641 440080 0 440080 88839 0 88839 2970 0 2970 8295 0 8295 395815 540748 0 72166 17231 0 56405 0 56405 4927 0 4927 51887 0 51887 1121384 557979 653403 11843835 11843835 12965219 557979 12497238 -10240747 2683662 2386425 4387475 4389362 5610 7611 7611 5013698 5053217 5059965 42490622 30796611 47821206 24377078 24841484 26352488 6956093 6409522 16931819 33546 33546 7141 0 0 81236667 71495920 100562451 100000 600000 100000 600000 X 0 0 0 0 81136667 70895920 81136667 70895920 81236667 71495920 81136667 -10240747 0 70895920 0 70895920 GOLDMAN SACHS VINTAGE FUND V OFFSHORE, L.P. P 43751 43751 GOLDMAN SACHS VINTAGE FUND VI OFFSHORE, L.P. P 10636 10636 GOLDMAN SACHS VINTAGE FUND VII OFFSHORE, L.P. P 170742 170742 GOLDMAN SACHS VINTAGE FUND VIII OFFSHORE, L.P. P 137101 137101 PUBLICLY TRADED SECURITIES 62625961 62339062 286899 286899 SLR HEALTHCARE (BDC) ACCESS, L.P. P 1284 1284 U.S. REAL PROPERTY INCOME FUND, L.P. P 11875 11875 WEST STREET CAPITAL PARTNERS VII PARALLEL, L.P. P 3387 3387 WEST STREET ENERGY PARTNERS AIV-1, L.P. P 857 857 WEST STREET ENERGY PARTNERS, L.P. P 26568 26568 693100 37303 0 37303 0 37303 60000 0 25000 0 85000 0 47697 5000 42697 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A SG MEHALLIS AND BP PIANA 9544911722 3696 N FEDERAL HIGHWAY 300 FORT LAUDERDALE FL 333086263 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN G MEHALLIS 4221 NE 25TH AVENUE FORT LAUDERDALE FL 33308 PRESIDENT / DIRECTOR 40.00 145000 0 0 GORDON W LATZ 2811 NE 40TH STREET FORT LAUDERDALE FL 33308 V. PRESIDENT-GRANTS/SECRETARY DIRECTOR 40.00 145000 0 0 BETH P PIANA 8423 NW 80TH COURT TAMARAC FL 33321 VICE PRESIDENT-FINANCE/TREASURER 40.00 135080 0 0 CHARLES GLENN LEONARD 1523 MIDDLE RIVER DRIVE FORT LAUDERDALE FL 33306 CHAIRMAN/DIRECTOR 1.00 5000 0 0 NORA GILLARY 512 WATERFORD LAKE DRIVE CARY NC 27519 DIRECTOR 1.00 5000 0 0 PAUL C JAMESON JR 2756 NE 35TH DRIVE FORT LAUDERDALE FL 33308 DIRECTOR 1.00 5000 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 98693058 2524583 7611 101225252 0 0 101225252 1518379 99706873 4985344 4985344 37303 37303 4948041 0 4948041 0 4948041 12497238 0 12497238 4948041 0 0 5312591 10762456 9246448 11474068 4937516 41733079 12497238 0 0 0 4948041 7549197 0 0 49282276 0 0 0 0 0 0 5312591 43969685 10762456 9246448 11474068 4937516 7549197 GORDON W LATZ VICE PRESIDENT GRANTS 3696 NORTH FEDERAL HIGHWAY SUITE 300 FORT LAUDERDALE FL 333086263 9544911722 THE FOUNDATION HAS A FORM WHICH THE APPLICANT MUST COMPLETE. THE APPLICATION MUST INCLUDE A BRIEF DESCRIPTON OF THE APPLICANT'S ORGANIZATION, THE EXPERIENCE OF ITS KEY PERSONNEL, THE PURPOSE OF THE PROGRAM OR PROJECT WHICH THE GRANT WILL BE USED FOR, A BUDGET FOR THE PROGRAM AND A COPY OF THE CURRENT IRS DETERMINATION LETTER. THE ORGANIZATION WILL PROVIDE POTENTIAL APPLICANTS WITH INFORMATION REGARDING EVERYTHING REQUIRED FOR THE APPLICATION INCLUDING FORMAT, INFORMATION TO BE INCLUDED IN EACH SECTION OF THE APPLICATION, ETC. THERE ARE NO FORMAL DEADLINES BUT SUBMISSION BY MID-SEPTEMBER IS PREFERRED. THE FOUNDATION WILL NOT SUPPORT ORGANIZATIONS THAT DISCRIMINATE IN THEIR LEADERSHIP AND STAFFING ON THE BASIS OF AGE, GENDER, RACE, ETHNICITY, DISABILITY, NATIONAL ORIGIN, POLITICAL OR RELIGIOUS BELIEF. 4KIDS OF SOUTH FLORIDA INC 2717 WEST CYPRESS CREEK ROAD FORT LAUDERDALE FL 33309 PC MISSION SUPPORT FOR SECURING SAFE/SECURE HOMES FOR FOSTER CHILDREN. 1000 ADVENTHEALTH CENTRAL FLORIDA FOUNDATION 800 NORTH MAGNOLIA AVE STE 600 ORLANDO FL 32803 PC KEY EQUIPMENT FOR HEAD & NECK ONCOLOGY PROGRAMS. 150000 ALFRED UNIVERSITY 1 SAXON DRIVE ALFRED NY 14802 PC SUPPORT FOR INSTITUTE FOR ELECTRONIC ARTS PROGRAM. 100000 ALSAC ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC SUPPORT FOR TREATMENT/ CARE OF CHILDREN WITH LEUKEMIA AND LYMPHOMAS. 50000 AMERICAN DIABETES ASSOCIATION P O BOX 7023 MERRIFIELD VA 22116 PC YOUTH PROJECT POWER PROGRAM. 25000 AMERICAN HEART ASSOCIATION P O BOX 840692 DALLAS TX 75284 PC SOUTH FLORIDA SOCIAL IMPACT FUND. 250000 AMERICAN RED CROSS 1250 NORTHPOINT PARKWAY WEST PALM BEACH FL 33407 PC BLOOD PLATELET COLLECTION/ TESTING/ DELIVERY & MAUI WILDFIRES. 100000 ARCHBISHOP EA MCCARTHY HIGH SCHOOL 5451 SOUTH FLAMINGO ROAD SOUTHWEST RANCHES FL 33330 PC FORMING TOMORROW'S LEADERS THRU A ROMAN CATHOLIC EDUCATION EXPERIENCE. 1000 ARMENIAN EYECARE PROJECT 100 W FOOTHILL BLVD SUITE 203 SAN DIMAS CA 91773 PC ASSIST IN ESTABLISHING 1 OF 2 REGIONAL EYE CLINICS IN ARMENIA. 50000 BAPTIST HEALTH SOUTH FLORIDA FOUNDATION 6855 RED ROAD CORAL GABLES FL 33143 PC BERNARDO FERNANDEZ, MD ENDOWED CHAIR; MICROSURGERY RESEARCH & EQUIP. 1502000 BETHESDA FOUNDATION INC 10500 MONTGOMERY ROAD CINCINNATI OH 45242 PC SUPPORT FOR THE MARYJO CROPPER FAMILY CENTER FOR BREAST CARE. 10000 BILLY THOMPSON FOUNDATION 1839 WEST HILLBORO BOULEVARD DEERFIELD BEACH FL 33442 PC TO SUPPORT 5-STAR GIFTS PROGRAMS FOR FAMILIES 10000 BOY SCOUTS OF AMERICA - SO FLA COUNCIL 15255 NW 82ND AVENUE MIAMI LAKES FL 33016 PC SOUTH FLORIDA COUNCIL'S SUMMER CAMPING PROGRAM. 5000 BROWARD EDUCATION FOUNDATION 600 SE THIRD AVENUE FORT LAUDERDALE FL 33301 PC SUPPORT FOR THE DEBATE INITIATIVE ENDOWMENT FUND (BROWARD SCHOOL BRD.) 50000 BROWARD PARTNERSHIP FOR THE HOMELESS 920 NW 7TH AVENUE FORT LAUDERDALE FL 33311 PC REDUCING HOMELESSNESS IN THE SOUTH FLORIDA COMMUNITY. 2000 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVENUE FORT LAUDERDALE FL 33312 PC MISSION SUPPORT TO SUSTAIN/ DEVELOP/ SECURE A FUTURE FOR THE PERF. ARTS. 10000 BUFFALO STATE COLLEGE FOUNDATION 1300 ELMWOOD AVENUE BUFFALO NY 14222 PC SUPPORT FOR THE COLLEGE'S TELEVISION AND FILM ARTS PROGRAM. 15000 CHILDREN'S AID CLUB 3296 N FEDERAL HIGHWAY 11503 FORT LAUDERDALE FL 33339 PC ASSISTANCE TO STRUGGLING FAMILIES WITH CHILDREN IN THE HOME. 10000 CHROMOSOME DISORDER OUTREACH INC PO BOX 724 BOCA RATON FL 33429 PC FUND FAMILY PROGRAMS, INCREASE AWARENESS, PROMOTE RESEARCH. 25000 CLEVELAND CLINIC FLORIDA 2950 CLEVELAND CLINIC BLVD WESTON FL 33331 PC SPECIALIZED PHYSICIAN TRAINING FELLOWSHIPS. 500000 DELIVER THE DREAM 3223 NW 10TH TERRACE STE 602 FORT LAUDERDALE FL 33309 PC FAMILY RESPITE & RETREAT PROGRAM FOR FAMILIES FACING SERIOUS ILLNESS. 10000 ELIJAH'S PROMISE INC 18 NEILSON STREET NEW BRUNSWICK NJ 08901 PC COMMUNITY SOUP KITCHEN. 5000 EXPONENT PHILANTHROPY PO BOX 65607 WASHINGTON DC 20036 PC MISSION SUPPORT TO ENHANCE THE POWER OF PHILANTHROPY. 1000 FLORIDA ATLANTIC UNIVERSITY FOUNDATION 777 GLADES ROAD ADM 247 BOCA RATON FL 33431 PC SUPPORT FOR ATHLETICS, MEDICAL AND BUSINESS SCHOOLS. 129500 FRIENDLY SENIOR LIVING 3156 EAST AVENUE ROCHESTER NY 14618 PC 2023 ANNUAL APPEAL. 5000 FRIENDS OF BIRCH STATE PARK 3109 EAST SUNRISE BOULEVARD FORT LAUDERDALE FL 33304 PC TO PRESERVE/ CONSERVE/ ENHANCE/ PROMOTE HUGH TAYLOR BIRCH STATE PARK. 1000 GIFT OF LIFE MARROW REGISTRY 5901 BROKEN SOUND PKWY NW 600 BOCA RATON FL 33487 PC CAMPUS AMBASSADOR PROGRAM TO OBTAIN AND TISSUE TYPE NEW DONORS. 60000 HEALTHY MOTHERS HEALTHY BABIES BROWARD 3810 INVERRARY BLVD SUITE 305 LAUDERHILL FL 33319 PC MISSION SUPPORT TO REDUCE INFANT DEATHS. 10500 HOLY CROSS HOSPITAL 4725 NORTH FEDERAL HIGHWAY FORT LAUDERDALE FL 33308 PC DOROTHY MANGURIAN WOMEN'S CENTER AND PEOPLE FIRST FAMILY HEALTH CTR. 561485 HORSES HEALING HEARTS INC 2300 HIGH RIDGE ROAD SUITE 365 BOYNTON BEACH FL 33426 PC HOPE AND HEALING FOR CHILDREN & FAMILIES FACING TRAUMA & ADDICTION. 10000 JESSICA JUNE CHILDREN'S CANCER FOUNDATION 1 LAS OLAS CIRCLE SUITE 209 FORT LAUDERDALE FL 33316 PC EMERGENCY ASSISTANCE FOR FAMILIES WITH CHILDREN FIGHTING CANCER. 1000 JUVENILE DIABETES RESEARVH FOUNDATION 3369 PINE RIDGE ROAD SUITE 202 NAPLES FL 34109 PC SUPPORT FOR THE JDRF ONEWALK IN WEST PALM BEACH, FL. 1000 LES TURNER ALS FOUNDATION 5550 WEST TOUHY AVE SUITE 202 SKOKIE IL 60077 PC ALS WALK4LIFE. 5000 LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC LLS CHILDREN'S INITIATIVE AND LIGHT THE NIGHT SOUTH FLORIDA. 1020000 MAYO CLINIC - JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 PC CAPITAL EXPANSION - FLORIDA CAMPUS. 2500000 MUSEUM OF DISCOVERY AND SCIENCE 401 SW 2ND STREET FORT LAUDERDALE FL 33312 PC MISSION SUPPORT TO CONNECT PEOPLE TO INSPIRING SCIENCE. 11000 NATIONAL VETERANS LEADERSHIP FOUNDATION 7 ALBAN MEWS NEW ALBANY OH 43054 PC IMPROVEMENT OF HIGHER EDUCATION EXPERIENCE FOR MILITARY VETERANS. 25000 NOURISHING LIVES INC 5741 SOUTH FLAMINGO ROAD SOUTHWEST RANCHES FL 33330 PC SUPPORT FOR THEIR FOOD PANTRY, YOUTH LEADERSHIP AND LITERACY PROGRAMS. 10000 OUR FATHER'S HOUSE SOUP KITCHEN PO BOX 668571 POMPANO BEACH FL 33066 PC SUPPORT THEIR FOOD/ CLOTHING/ CARE SERVICES FOR THE NEEDY AND HOMELESS. 10000 PACE CENTER FOR GIRLS BROWARD 2225 NORTH ANDREWS AVENUE WILTON MANORS FL 33311 PC DELINQUENCY PREVENTION/ INTERVENTION FOR YOUNG AND ADOLESCENT GIRLS. 6500 PALM BEACH SYMPHONY 400 HIBISCUS STREET SUITE 100 WEST PALM BEACH FL 33401 PC ENGAGING/ EDUCATING/ ENTERTAINING COMMUNITY THROUGH ORCHESTRAL MUSIC. 5000 PELOTONIA BOX L-3454 COLUMBUS OH 43260 PC CANCER RESEARCH AT THE OHIO STATE UNIVERSITY MEDICAL CENTER. 1000 PHILANTHROPY ROUNDTABLE 1120 20TH ST NW STE 400N WASHINGTON DC 20036 PC SUPPORT FOR THEIR MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY. 1000 SOS CHILDREN'S VILLAGES - FLORIDA 3681 NW 59TH PLACE COCONUT CREEK FL 33073 PC RENOVATIONS TO SOS' EXISTING ADMINISTRATION BUILDING. 25000 SAWGRASS NATURE CENTER AND WILDLIFE HOSPITAL 3000 SPORTSPLEX DRIVE CORAL SPRINGS FL 33065 PC MISSION SUPPORT FOR WILDLIFE CENTER AND HOSPITAL. 10000 SCHOLARSHIP OPPORTUNITIES FOR SUCCESS PO BOX 340622 COLUMBUS OH 43234 PC SUPPORT FOR SCHOLARSHIPS FOR LOW-INCOME WOMEN, MOSTLY SINGLE MOTHERS. 5000 SECOND CHANCE SOCIETY 1835 SE 4TH AVENUE FORT LAUDERDALE FL 33316 PC "HAND-UP" PROGRAM. 1000 SPECIAL OLYMPICS FLORIDA - BROWARD COUNTY 3300 SOUTH UNIVERSITY DRIVE FORT LAUDERDALE FL 33328 PC SALLARULO'S RACE FOR CHAMPIONS SPONSORSHIP. 25000 SWEET DREAM MAKERS INC 55 NORTH FIFTH AVENUE STE 400 BOCA RATON FL 33432 PC TO SUPPORT A BED OF MY OWN PROGRAM IN BROWARD/PALM BEACH COUNTIES. 10000 THE FIRST TEE OF BROWARD 1111 EAGLE TRACE BOULEVARD CORAL SPRINGS FL 33071 PC SUPPORT THE VETERANS PROGRAM - FREE INSTRUCTION & GOLF FOR VETERANS. 11000 THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 PC CANCER DRUG RESEARCH, OTHER MEDICAL RESEARCH AND MBA PROGRAM FUND. 1950000 UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 PC SUPPORT FOR THE LBD RESEARCH FUND AND THE MRI AND ADV. IMAGING SUITE. 1150000 UNIVERSITY OF MIAMI CENTER FOR BRAIN HEALTH PO BOX 0253880 MIAMI FL 33102 PC SUPPORT FOR THE BRAIN HEALTH EQUIPMENT FUND. 100000 UNIVERSITY OF ROCHESTER PO BOX 278703 ROCHESTER NY 14627 PC AUTISM RESEARCH. 100000 UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE ROAD HOUSTON TX 77030 PC HARRY T. MANGURIAN, JR. FUND FOR CCH LEUKEMIA. 200000 WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFORD PLACE 7TH FLOOR MORGANTOWN VA 26501 PC DIGITAL DETECTION OF DEMENTIA AND FOCUSED ULTRASOUND FOR ALZHEIMER'S. 1000000 ZONTA CLUB OF GREATER DEERFIELD BEACH PO BOX 315 DEERFIELD BEACH FL 33443 PC IMPROVE ECONOMIC/ EDUCATIONAL/ HEALTH/ PROFESSIONAL STATUS OF WOMEN. 850 11843835 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 PC YOUTH PROJECT POWER PROGRAM 25000 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 PC SOUTH FLORIDA SOCIAL IMPACT FUND 750000 BOYS & GIRLS CLUBS OF BROWARD COUNTY 877 NW 61ST STREET FORT LAUDERDALE FL 33309 PC THE HARRY T. MANGURIAN, JR. TEEN CENTER. 1000000 BROWARD EDUCATION FOUNDATION 600 SE THIRD AVENUE FORT LAUDERDALE FL 33301 PC DEBATE INITIATIVE ENDOWMENT FUND OF THE SCHOOL BOARD OF BROWARD COUNTY, FL 150000 FLORIDA ATLANTIC UNIVERSITY FOUNDATION 777 GLADES ROAD BOCA RATON FL 33431 PC COLLEGE OF EDUCATION - CENTER FOR AUTISM & RELATED DISABILITIES (C.A.R.D.). 400000 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC THE CHILDREN'S INITIATIVE. 3000000 MAYO CLINIC - FLORIDA 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 PC CAPITAL EXPANSION ON FLORIDA CAMPUS 2500000 THE OHIO STATE UNIVERSITY FOUNDATION P O BOX 710811 COLUMBUS OH 43271 PC HEALTH AND WELLNESS FUND. 250000 THE OHIO STATE UNIVERSITY FOUNDATION P O BOX 710811 COLUMBUS OH 43271 PC MBA PROGRAM FUND. 200000 THE OHIO STATE UNIVERSITY FOUNDATION P O BOX 710811 COLUMBUS OH 43271 PC NEUROLOGICAL DISEASES RESEARCH FUND. 250000 THE OHIO STATE UNIVERSITY FOUNDATION P O BOX 710811 COLUMBUS OH 43271 PC LEUKEMIA RESEARCH FUND. 400000 THE OHIO STATE UNIVERSITY FOUNDATION P O BOX 710811 COLUMBUS OH 43271 PC CANCER DRUG DISCOVERIES FUND. 250000 UNIVERSITY OF FLORIDA FOUNDATION P O BOX 14425 GAINESVILLE FL 32604 PC MRI AND ADVANCED IMAGING SUITE 2000000 UNIVERSITY OF ROCHESTER PO BOX 278703 ROCHESTER NY 14627 PC AUTISM RESEARCH 400000 11575000 14 184195 14 2249052 01 4326 18 286899 0 2724472 0 2724472 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8295 0 8295 NONE 0 GOLDMAN SACHS GOV/CORP ACCOUNT - CORPORATE BONDS 20962854 20102339 GOLDMAN SACHS ADV ALL ACCOUNT - CORPORATE BONDS 3878630 4020242 GOLDMAN SACHS & CO STOCK ACCOUNT 0 2229907 GOLDMAN SACHS LAZARD ACCOUNT - CORPORATE STOCKS 4186067 5466289 GOLDMAN SACHS DELAWARE ACCOUNT - CORPORATE STOCKS 2036542 2484175 GOLDMAN SACHS INVESCO ACCOUNT - CORPORATE STOCKS 4328296 5321797 GOLDMAN SACHS ENH DIV ACCOUNT - CORPORATE STOCKS 19877155 25127908 GOLDMAN SACHS ADV ALL ACCOUNT - CORPORATE STOCK 368551 9421037 5053217 5059965 0 0 GOLDMAN SACHS ADV ALL ACCOUNT - INVESTMENT FUNDS AT COST 4327599 4359030 GOLDMAN SACHS SPECIAL INVESTMENT ACCOUNT - PARTNERSHIPS AT COST 2081923 12572789 LEGAL FEES 2970 0 2970 EXCISE TAX REFUND RECEIVABLE 7141 DUES, SUBSCRIPTIONS & MEMBERSHIPS 30092 0 30092 NEW YORK FILING FEE 1500 0 1500 OFFICE SUPPLIES, POSTAGE 5748 0 5748 POSTAGE 941 0 941 COMPUTER PROCESSING 4039 0 4039 PROPERY/LIABILITY INSURANCE 5494 0 5494 WORKER'S COMP. INSURANCE 987 0 987 MEALS & ENTERTAINMENT 3086 0 3086 CLASS ACTION SETTLEMENT 2986 2986 2986 SCH K-1: WEST STREET ENERGY PARTNERS, L.P. -152 SCH K-1: WEST STREET CAPITAL PARTNERSHIP VII PARALLEL, L.P. -2316 SCH K-1: WEST STREET CAP PARTNERS VII PARALLEL "B", L.P. -3673 SCH K-1: BROAD ST REAL ESTATE CREDIT PARTNERS III OFFSHORE, L.P. -11061 SCH. K-1: VINTAGE IX A OFFSHORE, SCSP 31 INTEREST FROM IRS 1340 1340 1340 GOLDMAN SACHS STOCK ACCOUNT - CORPORATE CREDIT INVESTMENT 100000 600000 PARTNERSHIP INVESTMENT FEES 0 144933 0 INVESTMENT MANAGEMENT FEES 395815 395815 0 FEDERAL EXCISE TAX - 2022 9435 0 0 FOREIGN TAXES WITHHELD 17231 17231 0 FEDERAL EXCISE TAX - 2023 45500 0 0